Kurt R. Schliemann
Professional summary
Kurt Richard Schliemann is a registered financial advisor currently at PAINTED PORCH ADVISORS LLC located in Austin, Texas.
Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kurt has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 55, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Richard Schliemann's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2021 - Present
PAINTED PORCH ADVISORS LLC
May 29, 2012 - March 2, 2017
J.P. MORGAN SECURITIES LLC
October 23, 2000 - May 29, 2012
VIRTU ITG LLC
Primary Firm SEC Registration
PAINTED PORCH ADVISORS LLC
CRD#: 304375 / SEC#: 801-122861
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/30/2021)
(3/3/2022)
Exams
Series 55
Date: 11/6/2001
Limited Representative-Equity Trader ExamCurrent Firm
PAINTED PORCH ADVISORS LLC
CRD#: 304375 / SEC#: 801-122861
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 788 |
| AUM (Assets Under Management) | $ 518,150,822 |
Red Flags
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